MAA318 - Advanced Financial Planning
|Year:||2018 unit information|
|Enrolment modes:||Trimester 2: Burwood (Melbourne), Warrnambool, Waterfront (Geelong), Cloud (online)|
|Previously coded as:||
Mike Kerry (Trimester 2)
Campus: 1 x 2 hour class, 1 x 1 hour seminar per week
Cloud (online): Online independent and collaborative learning including 3 scheduled online workshops of 3 hours duration
This unit is the capstone unit of the financial planning major. It specifically builds on studies in MAF255 Financial Planning and MAF311 Superannuation Planning as well as many other units. The assignment for this unit requires the preparation of a comprehensive, client-focused financial plan. The first topic studied reviews the process of developing a financial plan. Subsequent topics will review the content and techniques of a range of functional areas within financial planning with a view to using these techniques to strategically improve the financial position of our clients.
Assessment 1 (Group of 2-3) - Critical analysis: Quantitative/Theory report (2000 words) - 20%
Assessment 2 (Individual) - 60%
Part A: Quantitative/Theory (4000 words) – 40%
Part B: Presentation/Interview (20 minutes) - 20%
Assessment 3 (Individual) - Professional identity assessment (e-Portfolio) (1500 words) – 20%
Hurdle requirement: achieve an overall pass mark of 50% for Assessment 2 - the construction and presentation of a comprehensive Statement of Advice.
Unit Fee Information
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